Hospital and Medical Service Plans - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-19 13F-HR UNH / UnitedHealth Group Watts Gwilliam & Co., LLC 964 965 0.10
2025-09-19 13F-HR UNH / UnitedHealth Group Canal Capital Management, LLC 1,169 1,407 20.36
2025-09-19 13F-HR UNH / UnitedHealth Group Canal Capital Management, LLC 13,557 1,169 -91.38
2025-09-18 NPORT-P UNH / UnitedHealth Group JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF 2,026 2,182 7.70
2025-09-18 NPORT-P OSCR / Oscar Health JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 48,184
2025-09-18 NPORT-P OSCR / Oscar Health JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 95,964
2025-09-17 NPORT-P CI / Cigna Group GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 611 424 -30.61
2025-09-17 NPORT-P CNC / Centene GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 15,691 15,691 0.00
2025-09-17 NPORT-P CI / Cigna Group GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 106 106 0.00
2025-09-17 NPORT-P CI / Cigna Group NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6,954 7,005 0.73
2025-09-17 NPORT-P CNC / Centene GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 7,780 7,780 0.00
2025-09-17 13F-HR/A CI / Cigna Group Bank Julius Baer & Co. Ltd, Zurich 2,854 3,150 10.37
2025-09-17 NPORT-P CI / Cigna Group GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8,603 8,320 -3.29
2025-09-17 NPORT-P ALHC / Alignment Healthcare GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8,533 11,189 31.13
2025-09-17 13F-HR/A CNC / Centene Bank Julius Baer & Co. Ltd, Zurich 13,590 8,708 -35.92
2025-09-17 NPORT-P CNC / Centene NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 12,588 13,048 3.65
2025-09-17 NPORT-P ALHC / Alignment Healthcare NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,311 1,359 -41.19
2025-09-17 NPORT-P CI / Cigna Group NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10,599 10,204 -3.73
2025-09-17 NPORT-P OSCR / Oscar Health NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,963 5,963 0.00
2025-09-17 NPORT-P CI / Cigna Group NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 17,649 33,211 88.17
2025-09-17 NPORT-P OSCR / Oscar Health GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 17,548 16,091 -8.30
2025-09-17 NPORT-P MOH / Molina Healthcare NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 1,441 1,360 -5.62
2025-09-17 NPORT-P CI / Cigna Group RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 782 568 -27.37
2025-09-17 NPORT-P MOH / Molina Healthcare NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 10,262 10,262 0.00
2025-09-17 NPORT-P MOH / Molina Healthcare GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 63 63 0.00
2025-09-17 NPORT-P MOH / Molina Healthcare GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 1,775 1,610 -9.30
2025-09-17 NPORT-P UNH / UnitedHealth Group GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 29,037 28,045 -3.42
2025-09-17 NPORT-P UNH / UnitedHealth Group NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 6,411 23,352 264.25
2025-09-17 NPORT-P UNH / UnitedHealth Group NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 32,591 35,838 9.96
2025-09-17 13F-HR/A UNH / UnitedHealth Group Bank Julius Baer & Co. Ltd, Zurich 1,514,729 909,238 -39.97
2025-09-17 NPORT-P HUM / Humana GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 73 92 26.03
2025-09-17 NPORT-P UNH / UnitedHealth Group NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 23,427 23,786 1.53
2025-09-17 NPORT-P HUM / Humana GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 1,416 1,013 -28.46
2025-09-17 NPORT-P HUM / Humana GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 3,854 3,654 -5.19
2025-09-17 NPORT-P TRUP / Trupanion NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 660 660 0.00
2025-09-17 NPORT-P UNH / UnitedHealth Group NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 45,955 93,791 104.09
2025-09-17 NPORT-P UNH / UnitedHealth Group NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 62,707 53,035 -15.42
2025-09-17 NPORT-P CLOV / Clover Health Investments GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 0 35,395
2025-09-17 NPORT-P HUM / Humana NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 3,064 3,233 5.52
2025-09-17 13F-HR/A HUM / Humana Bank Julius Baer & Co. Ltd, Zurich 308 339 10.06
2025-09-17 NPORT-P CLOV / Clover Health Investments NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,187
2025-09-17 NPORT-P UNH / UnitedHealth Group GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 10,398 9,922 -4.58
2025-09-17 NPORT-P TRUP / Trupanion GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,804 3,266 16.48
2025-09-15 13F-HR/A CLOV / Clover Health Investments Charles Schwab Investment Management Inc 2,751,057 2,611,133 -5.09
2025-09-15 13F-HR/A UNH / UnitedHealth Group Migdal Insurance & Financial Holdings Ltd. 1,396 1,263 -9.53
2025-09-15 13F-HR/A UNH / UnitedHealth Group Charles Schwab Investment Management Inc 6,223,331 7,064,169 13.51
2025-09-15 13F-HR/A TRUP / Trupanion Charles Schwab Investment Management Inc 306,752 301,553 -1.69
2025-09-15 13F-HR/A HUM / Humana Charles Schwab Investment Management Inc 964,926 1,045,849 8.39
2025-09-15 13F-HR/A OSCR / Oscar Health Charles Schwab Investment Management Inc 1,654,862 1,645,791 -0.55
2025-09-15 13F-HR/A CNC / Centene Charles Schwab Investment Management Inc 3,803,437 4,004,153 5.28
2025-09-15 13F-HR/A CI / Cigna Group Charles Schwab Investment Management Inc 1,977,758 2,037,898 3.04
2025-09-15 13F-HR/A MOH / Molina Healthcare Charles Schwab Investment Management Inc 400,080 416,241 4.04
2025-09-15 13F-HR/A ALHC / Alignment Healthcare Charles Schwab Investment Management Inc 847,974 823,158 -2.93
2025-09-15 13F-HR/A CI / Cigna Group Migdal Insurance & Financial Holdings Ltd. 29 0 -100.00
2025-09-12 13F-HR/A OSCR / Oscar Health Valeo Financial Advisors, LLC 300 7,500 2,400.00
2025-09-12 13F-HR/A CI / Cigna Group Valeo Financial Advisors, LLC 4,033 4,319 7.09
2025-09-12 13F-HR/A OSCR / Oscar Health Valeo Financial Advisors, LLC 14,000 3,320 -76.29
2025-09-12 13F-HR/A UNH / UnitedHealth Group Valeo Financial Advisors, LLC 13,874 20,173 45.40
2025-09-11 13F-HR UNH / UnitedHealth Group Silicon Valley Capital Partners 3,521 4,043 14.83
2025-09-11 NPORT-P HUM / Humana COMMERCE FUNDS - The MidCap Value Fund Shares 1,950
2025-09-11 13F-HR CI / Cigna Group Silicon Valley Capital Partners 35 35 0.00
2025-09-11 13F-HR OSCR / Oscar Health Silicon Valley Capital Partners 1,000
2025-09-10 NPORT-P UNH / UnitedHealth Group LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 325 325 0.00
2025-09-10 NPORT-P UNH / UnitedHealth Group VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 16,966 62,110 266.09
2025-09-10 13F-HR UNH / UnitedHealth Group WT Wealth Management 0 7,806
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 645 543 -15.81
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 543 543 0.00
2025-09-09 13F-HR/A UNH / UnitedHealth Group Banque Transatlantique SA 2,491 686 -72.46
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 543 543 0.00
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 645
2025-09-09 13F-HR UNH / UnitedHealth Group NWF Advisory Services Inc. 607 2,468 306.59
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 543 517 -4.79
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 517 0 -100.00
2025-09-09 13F-HR UNH / UnitedHealth Group Cambridge Financial Group, LLC 543 543 0.00
2025-09-08 13F-HR UNH / UnitedHealth Group Hoxton Planning & Management, LLC 1,512 1,408 -6.88
2025-09-08 13F-HR UNH / UnitedHealth Group Alternative Investment Advisors, LLC. 0 4,038
2025-09-05 13F-HR HUM / Humana Abn Amro Investment Solutions 20,505 19,624 -4.30
2025-09-05 13F-HR HUM / Humana Abn Amro Investment Solutions 22,107 1,049 -95.25
2025-09-05 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 66,527
2025-09-05 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 112,808 112,734 -0.07
2025-09-05 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 112,734 87,294 -22.57
2025-09-05 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 74,369 112,808 51.69
2025-09-05 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 66,527 74,369 11.79
2025-09-05 13F-HR HUM / Humana Abn Amro Investment Solutions 15,451 20,505 32.71
2025-09-05 13F-HR HUM / Humana Abn Amro Investment Solutions 15,451
2025-09-05 13F-HR HUM / Humana Abn Amro Investment Solutions 19,624 22,107 12.65
2025-09-05 13F-HR CI / Cigna Group Abn Amro Investment Solutions 1,113 194,690 17,392.36
2025-09-05 13F-HR CI / Cigna Group Abn Amro Investment Solutions 1,380 1,113 -19.35
2025-09-05 13F-HR CI / Cigna Group Abn Amro Investment Solutions 201,399 207,148 2.85
2025-09-05 13F-HR CI / Cigna Group Abn Amro Investment Solutions 194,690 201,399 3.45
2025-09-05 13F-HR CI / Cigna Group Abn Amro Investment Solutions 1,380
2025-09-04 13F-HR CNC / Centene Abn Amro Investment Solutions 7,542 7,542 0.00
2025-09-04 13F-HR CNC / Centene Abn Amro Investment Solutions 8,635 7,542 -12.66
2025-09-04 13F-HR MOH / Molina Healthcare Abn Amro Investment Solutions 667
2025-09-04 13F-HR MOH / Molina Healthcare Abn Amro Investment Solutions 667 1,007 50.97
2025-09-04 13F-HR/A ANTX / AN2 Therapeutics Advisor Group Holdings, Inc. 300 300 0.00
2025-09-04 13F-HR/A MOH / Molina Healthcare Advisor Group Holdings, Inc. 1,767 2,280 29.03
2025-09-04 13F-HR CNC / Centene Abn Amro Investment Solutions 8,635
2025-09-04 13F-HR/A ALHC / Alignment Healthcare Advisor Group Holdings, Inc. 54,578 52,589 -3.64
2025-09-04 13F-HR CI / Cigna Group Abn Amro Investment Solutions 207,148 185,364 -10.52
2025-09-04 13F-HR/A OSCR / Oscar Health Advisor Group Holdings, Inc. 48,492 186,997 285.62
2025-09-04 13F-HR CI / Cigna Group Abn Amro Investment Solutions 192,214 183,747 -4.40
2025-09-04 13F-HR/A CNC / Centene Advisor Group Holdings, Inc. 62,451 63,779 2.13
2025-09-04 13F-HR CI / Cigna Group Abn Amro Investment Solutions 185,364 192,214 3.70
2025-09-04 13F-HR/A CI / Cigna Group Advisor Group Holdings, Inc. 38,005 52,442 37.99
2025-09-04 13F-HR HUM / Humana Abn Amro Investment Solutions 1,049 2,833 170.07
2025-09-04 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 87,294 33,835 -61.24
2025-09-04 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 33,601 30,407 -9.51
2025-09-04 13F-HR/A UNH / UnitedHealth Group Advisor Group Holdings, Inc. 206,530 278,252 34.73
2025-09-04 13F-HR/A TRUP / Trupanion Advisor Group Holdings, Inc. 1,740 1,551 -10.86
2025-09-04 13F-HR UNH / UnitedHealth Group Reynders McVeigh Capital Management, LLC 750 0 -100.00
2025-09-04 13F-HR/A CLOV / Clover Health Investments Advisor Group Holdings, Inc. 109,985 86,407 -21.44
2025-09-04 13F-HR UNH / UnitedHealth Group Abn Amro Investment Solutions 33,835 33,601 -0.69
2025-09-04 13F-HR/A HUM / Humana Advisor Group Holdings, Inc. 8,431 7,547 -10.49
2025-09-04 13F-HR HUM / Humana Abn Amro Investment Solutions 2,833 2,483 -12.35
2025-09-04 13F-HR HUM / Humana Abn Amro Investment Solutions 2,483 1,468 -40.88
2025-09-04 13F-HR UNH / UnitedHealth Group SevenBridge Financial Group, LLC 8,259 9,829 19.01
2025-09-03 13F-HR UNH / UnitedHealth Group American Trust 11,657 0 -100.00
2025-09-02 13F-HR/A CI / Cigna Group Harwood Advisory Group, LLC 8 8 0.00
2025-09-02 13F-HR UNH / UnitedHealth Group Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 126 1,976 1,468.25
2025-09-02 13F-HR/A UNH / UnitedHealth Group Aegon Asset Management Uk Plc 12,045 12,045 0.00
2025-09-02 13F-HR UNH / UnitedHealth Group Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,976 1,804 -8.70
2025-09-02 13F-HR UNH / UnitedHealth Group Pvg Asset Management Corp 1,030
2025-09-02 13F-HR UNH / UnitedHealth Group Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 126
2025-09-02 13F-HR/A UNH / UnitedHealth Group Harwood Advisory Group, LLC 1,002 959 -4.29
2025-09-02 13F-HR/A UNH / UnitedHealth Group FSC Wealth Advisors, LLC 351 0 -100.00
2025-09-02 13F-HR/A HUM / Humana Harwood Advisory Group, LLC 285 71 -75.09
2025-08-29 NPORT-P UNH / UnitedHealth Group BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 69,248 89,010 28.54
2025-08-29 NPORT-P UNH / UnitedHealth Group JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 3,948 3,650 -7.55
2025-08-29 NPORT-P UNH / UnitedHealth Group RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 1,217 3,010 147.33
2025-08-29 NPORT-P UNH / UnitedHealth Group NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 1,539 1,574 2.27
2025-08-29 NPORT-P UNH / UnitedHealth Group Gabelli Dividend & Income Trust 8,000 6,500 -18.75
2025-08-29 13F-HR UNH / UnitedHealth Group Centaurus Financial, Inc. 14,721 15,958 8.40
2025-08-29 NPORT-P UNH / UnitedHealth Group WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 2,477 2,672 7.87
2025-08-29 NPORT-P UNH / UnitedHealth Group SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 11,611 8,939 -23.01
2025-08-29 NPORT-P UNH / UnitedHealth Group JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 14,843 15,183 2.29
2025-08-29 13F-HR UNH / UnitedHealth Group Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,017 535 -73.48
2025-08-29 NPORT-P UNH / UnitedHealth Group JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 617,818 636,475 3.02
2025-08-29 NPORT-P UNH / UnitedHealth Group GATEX - Gateway Trust - Gateway Fund Class A Shares 155,959 154,741 -0.78
2025-08-29 NPORT-P UNH / UnitedHealth Group Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 19,900 30,125 51.38
2025-08-29 NPORT-P UNH / UnitedHealth Group STXG - EA Series Trust - Strive 1000 Growth ETF 1,763 1,841 4.42
2025-08-29 NPORT-P UNH / UnitedHealth Group GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares 8,480 9,533 12.42
2025-08-29 NPORT-P UNH / UnitedHealth Group DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 92,919 95,487 2.76
2025-08-29 NPORT-P UNH / UnitedHealth Group YACKX - AMG FUNDS - AMG Yacktman Fund Class I 120,000
2025-08-29 NPORT-P UNH / UnitedHealth Group JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 216,504 179,916 -16.90
2025-08-29 NPORT-P UNH / UnitedHealth Group JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 134,160 131,124 -2.26
2025-08-29 NPORT-P UNH / UnitedHealth Group BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 7,847 17,506 123.09
2025-08-29 NPORT-P UNH / UnitedHealth Group Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 1,888 3,058 61.97
2025-08-29 NPORT-P UNH / UnitedHealth Group WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 0 35,624
2025-08-29 NPORT-P UNH / UnitedHealth Group STXV - EA Series Trust - Strive 1000 Value ETF 1,406 1,328 -5.55
2025-08-29 13F-HR UNH / UnitedHealth Group Total Investment Management Inc 160
2025-08-29 NPORT-P UNH / UnitedHealth Group JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 902
2025-08-29 NPORT-P UNH / UnitedHealth Group JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 832,753 608,217 -26.96
2025-08-29 NPORT-P UNH / UnitedHealth Group JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 79,384 79,195 -0.24
2025-08-29 NPORT-P UNH / UnitedHealth Group JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 20,425 20,425 0.00
2025-08-29 NPORT-P UNH / UnitedHealth Group LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 994 1,733 74.35
2025-08-29 NPORT-P UNH / UnitedHealth Group JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 13,266 10,066 -24.12
2025-08-29 NPORT-P TRUP / Trupanion JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6,389 7,093 11.02
2025-08-29 NPORT-P UNH / UnitedHealth Group JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 30,853 34,934 13.23
2025-08-29 NPORT-P UNH / UnitedHealth Group SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 27,077 27,077 0.00
2025-08-29 NPORT-P UNH / UnitedHealth Group STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3,078 2,837 -7.83
2025-08-29 NPORT-P UNH / UnitedHealth Group GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3,465 2,500 -27.85
2025-08-29 NPORT-P UNH / UnitedHealth Group SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 68 202 197.06
2025-08-29 NPORT-P UNH / UnitedHealth Group Gabelli Healthcare & Wellnessrx Trust 9,825 7,345 -25.24
2025-08-29 NPORT-P TRUP / Trupanion JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 4,722 5,488 16.22
2025-08-29 NPORT-P TRUP / Trupanion JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 682 716 4.99
2025-08-29 NPORT-P UNH / UnitedHealth Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 66,676 64,050 -3.94
2025-08-29 NPORT-P UNH / UnitedHealth Group JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 1,899 2,278 19.96